RW

RVW Wealth Portfolio holdings

AUM $1.31B
1-Year Est. Return 16.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$895M
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$11.3M
3
+$7.82M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$5.44M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$5.43M

Top Sells

1
+$16M
2
+$14.5M
3
+$11.7M
4
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$4.08M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$3M

Sector Composition

1 Technology 1.98%
2 Consumer Discretionary 0.87%
3 Communication Services 0.63%
4 Financials 0.46%
5 Industrials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$727K 0.08%
11,864
-318
77
$725K 0.08%
27,757
+8
78
$715K 0.08%
21,923
+2,277
79
$712K 0.08%
2,118
+79
80
$692K 0.08%
7,046
+898
81
$686K 0.08%
+24,747
82
$649K 0.07%
8,697
+116
83
$614K 0.07%
11,045
-1,106
84
$608K 0.07%
28,872
-2,807
85
$604K 0.07%
3,365
86
$598K 0.07%
7,617
87
$582K 0.07%
4,020
+460
88
$569K 0.06%
+26,412
89
$565K 0.06%
3,289
90
$523K 0.06%
4,456
+978
91
$497K 0.06%
1,792
92
$495K 0.06%
1,080
+206
93
$477K 0.05%
1,562
+226
94
$455K 0.05%
12,315
+1,254
95
$451K 0.05%
1
96
$429K 0.05%
+5,030
97
$398K 0.04%
7,030
98
$392K 0.04%
+10,560
99
$388K 0.04%
19,072
100
$384K 0.04%
1,700
+490
2 3
4
5 6